Find a KiwiSaver Fund

Select Language / 语言选择 *English中文

1. What are you planning to use your KiwiSaver Account for? *RetirementFirst Home

1. 你打算将KiwiSaver用于什么目的？ *退休首次购房

2. What is your investment knowledge and experience? *None or limited experienceSome experience but still need helpGood understanding of return and risk, but not an expertExtensive experience and knowledge of investment

2. 你的投资知识和经验如何？ *没有或仅有有限的经验有一些经验但仍需要帮助对回报和风险有很好的理解，但不是专家在投资方面有丰富的经验和知识

3. How do you see yourself as an investor? *I am an experienced investor with 0-2 years’ experienceI am an experienced investor with 3-5 years’ experienceI am an experienced investor with more than 5 years’ experienceI do not have any investment experience

3. 你如何看待自己作为投资者的身份？ *我是一名有0-2年经验的有经验投资者我是一名有3-5年经验的有经验投资者我是一名有超过5年经验的有经验投资者我没有任何投资经验

4. What kind of financial products/assets have you invested? *

Term depositPrivate lendingListed stocksPropertyBondsFunds

4. 你投资过哪些类型的金融产品/资产？ *

银行定存私人借贷股票交易房产投资债券投资基金投资

5. How do you think about investment risk and return? *prefer low-risk investments with minimal potential for losswilling to take on moderate risk for moderate returnswilling to take on high levels of risk for potentially higher returns

5. 你如何看待长期投资的风险和回报？ *偏好低风险投资，损失可能性最小愿意承担适度风险以获得适度回报愿意承担较高风险以获得潜在更高的回报

6. If your KiwiSaver balance drops in value by 15%, what would you do? *I will be panic and want to swich KiwiSaver fund as soon as possibleI will consult with my financial adviser and consider the professional adviceI will keep calm and reassess the KiwiSaver fund

6. 如果你的KiwiSaver余额下降了15%，你会怎么做？ *我会感到恐慌，并希望尽快更换KiwiSaver基金。我会咨询我的财务顾问，并考虑专业建议我会保持冷静并重新评估KiwiSaver基金

7. What is your view on the economic trend in the next three years? *Optimistic – I have confidence in the economy and the price of assets will go up.Pessimistic – I have no confidence in the economy and the price of assets will go down.Neutral – the economy and the price of assets will not fluctuate materially (being stable).I have no idea.

7. 您对今后三年的经济形式有何看法？ *乐观的 – 我对经济发展充满信心，资产价格会持续增长。悲观的 – 我对经济发展没有信心，资产价格会持续下降。中性的 – 经济发展和资产价格不会有较大波动，保持平稳。我不知道。

8. When would you like to have a phone conversation to discuss your KiwiSaver account?

Time available: Monday to Friday. From 4:30pm to 7pm. 30 minutes interval.

8. 你什么时候希望进行电话沟通以讨论你的KiwiSaver？

可用时间：周一至周五。从下午16点30分至19点，间隔30分钟。

4:30 – 5:00pm5:00 – 5:30pm5:30 – 6:00pm6:00 – 6:30pm6:30 – 7:00pm

First Name / 名 *

Last Name / 姓 *

Date of Birth / 生日

Day

Month

Year

Email Address / 邮件 *

Mobile / 联系方式 *

Address / 地址 *

IRD Number / 税号

NZ Driver Licence / 驾照

Version

By ticking this box, you agree to the following statements:

勾选此框，表示您同意以下声明：

1. I read and understood the Disclosure.

2. I accept the terms and agree to engage Lifelong Wealth Limited to provide financial advice on KiwiSaver.

我已阅读并理解披露信息。
我接受条款并同意委托Lifelong Wealth Limited提供关于KiwiSaver的财务建议。

Please do not fill in this field.

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